See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,830 | $95,862-40.7% | $79,550-28.6% | $134,475-57.7% |
| Participation rate | 7.7% | 75.0%-67.3pp | 69.5%-61.8pp | 81.2%-73.5pp |
| Annual return | -18.34% | -2.69%-15.7pp | 0.16%-18.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $336 | $3,128-89.3% | $2,413-86.1% | $4,740-92.9% |
| Participant deferral / active EE | $2,077 | $4,693-55.7% | $3,985-47.9% | $6,400-67.5% |
| Admin fee / account holder | $401 | $9,126-95.6% | $6,832-94.1% | $11,426-96.5% |